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C
Corina BungalowID
November 26, 2022
Question

adding paid invoice to estimate

  • November 26, 2022
  • 1 reply
  • 0 views

I have an estimate for a project accepted by our client. I forgot to create an invoice from this estimate and instead created a separate invoice for 50% of the project total. The next invoice I created I remembered to find the estimate and created a 40% invoice. Now that it's time to bill the final 10% the estimate shows that 60% is still owed. Do I have to delete and re-enter the first 50% invoice or is there a way to link the invoice to the invoice after it's been paid?

Thank you, 

c.

1 reply

J
JamesM4
November 28, 2022

Hi Corina,

 

Welcome to the Community. QuickBooks is a powerful program that helps you manage your work with peace of mind. I'll be glad to share more info so you're on the right track with your work.

 

Recording your transactions properly is an essential step for maintaining clean books. To ensure accuracy in your books, I recommend reaching out to an accounting professional for expert advice on this. If you're not in contact with a professional, don't worry, you can search for one using this link here. Based on the details you've shared, I recommend deleting the separate invoice you created so you can record your transactions accurately. In order to mark an invoice as unpaid again, you'll have to delete the payment on the invoice. To do this, open the invoice in question and click on where it says "1 payment made" at the top right to see the payment. From here you can delete the payment so it's not attached to the invoice.

 

Feel free to keep us posted on how you make out. I'll be one message away.

 

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